Client Services Specialist (m/w/d)

Reposted 8 Hours Ago
Be an Early Applicant
Haar, Bayern, DEU
In-Office
Junior
Fintech
The Role
Maintain client data, handle daily client-service tasks, prepare sales-support reports, ensure client-specific quality standards, assist Customer Care Director with inquiries and solution rollouts, and coordinate internal/external stakeholders to ensure smooth delivery and high client satisfaction.
Summary Generated by Built In

Let’s be #BrilliantTogether

ISS FWW ist der führende deutsche Fondsdaten-Lieferant und gehört seit dem Jahr 2019 zum ISS-STOXX.

Mit den Daten aus der FWW-Fondsdatenbank unterstützt FWW-Fondsberater und Anleger dabei, fundierte Anlageentscheidungen zu treffen.

Wir suchen ab sofort für den Ausbau unseres Teams in Haar bei München Client Services Specialist (m/w/d) in Vollzeit.

Aufgaben:

  • Pflege von Kundendaten

  • Eigenständiges Abarbeiten des Tagesgeschäftes

  • Erstellen von Auswertungen zur Vertriebsunterstützung

  • Das Nachhalten und Einhaltung der individuellen Qulitätsanforderungen kundenseitig.

  • Unterstützung des Directors Customer Care and Quality Management bei Kunden An- und Rückfragen, Erweiterungen von bestehenden Kundenlösungen, sowie umsetzen von neuen Kundenlösungen.

  • Abteilungsübergreifende interne und externe Koordination und Kommunikation zu allen laufenden Anfragen und Aufträgen, zur reibungslosen Umsetzung und höchsten Kundenzufriedenheit.

Qualifikation:

  • Abgeschlossenes Studium in VWL oder BWL, oder eine vergleichbare Ausbildung, bevorzugt im Bankensektor, mit 2 – 3 Jahren Berufserfahrung im Finanzdienstleistungssektor oder Investmentbranche

  • Interesse an Bankprozessen und Wertpapiergeschäften insbesondere Investmentfonds

  • Die Bereitschaft sich immer wieder in neue Aufgabenstellungen hineinzudenken und kundenorientiere Lösungen zu schaffen.

  • Verständnis im Aufbau und Pflege von Datenbanken und dem Transport von Daten bis hin zur Anzeige auf Webseiten bzw. die Bereitschaft, sich dieses Wissen anzueignen.

  • Sicheres und gepflegtes Auftreten gegenüber unseren anspruchsvollen Kunden und Partnern

  • Exakte, strukturierte, selbständige Arbeitsweise mit hohem Qualitätsanspruch und Teamfähigkeit

  • Engagement, Zuverlässigkeit und Belastbarkeit

  • Umgang mit den gängigen MS-Office-Programmen und die Bereitschaft sich in firmeninterne Software einzuarbeiten

Sprachen:

  • sehr gute Deutschkenntnisse in Wort und Schrift

  • Aufgrund  internationaler Ausrichtung Englisch, kommunikations- und verhandlungssicher in Wort und Schrift

#LI-TG1 #FWW #ASSOCIATE

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

 

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

 

Let’s empower, collaborate, and inspire.

 

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS FWW is the leading German fund data disseminator and fund data distributor helping investment fund advisors and investors make thoughtful investment decisions through the provision of transparent, up-to-date, and correct fund information across 1,500 data records on more than 33,000 investment fund share classes.

Visit our website: https://www.issgovernance.com       

View additional open roles: https://www.issgovernance.com/join-the-iss-team/      

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”).  All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. 

Skills Required

  • Degree in Economics (VWL), Business Administration (BWL), or comparable education
  • 2-3 years professional experience in financial services or the investment industry
  • Interest in banking processes and securities, especially investment funds
  • Understanding of building and maintaining databases and data transport/display or willingness to learn
  • Experience with Microsoft Office (Excel) and willingness to learn company software
  • Strong German language skills, written and spoken
  • Fluent English communication and negotiation skills, written and spoken
  • Customer-facing professional demeanor with clients and partners
  • Exact, structured, independent working style with high quality standards and team capability
  • Engagement, reliability and ability to work under pressure

ISS (Institutional Shareholder Services) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ISS (Institutional Shareholder Services) and has not been reviewed or approved by ISS (Institutional Shareholder Services).

  • Retirement Support Retirement plans include a notably strong 401(k) match with a Safe Harbor contribution that stands out within the package. The retirement offering is regarded as a highlight relative to other elements of total rewards.
  • Leave & Time Off Breadth Paid time off, paid holidays, and parental leave are substantial components of the package. Time-away benefits are often described as a standout compared with other facets of compensation.
  • Healthcare Strength Medical, dental, and vision coverage are comprehensive within the standard package. Health coverage is generally viewed as solid, albeit characterized as middle of the road in some descriptions.

ISS (Institutional Shareholder Services) Insights

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The Company
HQ: Rockville, MD
2,115 Employees
Year Founded: 1985

What We Do

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

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